We are live on ! Find out more
CFG icon

Citizens Financial Group

552 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.1B → $10.1B (+$4.25M)

0.1% less ownership

Funds ownership: 94.12%94.02% (-0.1%)

3% less funds holding

Funds holding: 569552 (-17)

12% less call options, than puts

Call options by funds: $36M | Put options by funds: $40.8M

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 236

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
552
Holders Change
-17
Holders Change %
-2.99%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
236
Closed
72
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B -$38.2M -1,505,442 -3%
BlackRock
2
BlackRock
New York
$1.08B -$38.4M -1,512,100 -3%
Capital International Investors
3
Capital International Investors
California
$610M +$612M +24,118,092 New
State Street
4
State Street
Massachusetts
$577M +$43.3M +1,707,431 +8%
Invesco
5
Invesco
Georgia
$541M -$45.5M -1,794,222 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$423M +$15.9M +627,520 +4%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$379M -$23.9M -941,200 -6%
Ameriprise
8
Ameriprise
Minnesota
$279M +$90.4M +3,565,193 +48%
LSV Asset Management
9
LSV Asset Management
Illinois
$238M -$2.32M -91,444 -1%
Morgan Stanley
10
Morgan Stanley
New York
$204M +$49.3M +1,943,818 +32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$191M +$14.4M +567,890 +8%
N
12
Nuveen
North Carolina
$133M -$15.4M -608,600 -10%
Northern Trust
13
Northern Trust
Illinois
$132M +$117K +4,613 +0.1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$121M -$12.1M -477,925 -9%
Norges Bank
15
Norges Bank
Norway
$117M -$44M -1,735,069 -27%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$116M -$9.4M -370,459 -8%
Bank of America
17
Bank of America
North Carolina
$109M +$32.6M +1,284,418 +42%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$96.2M -$28.6M -1,129,048 -23%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$89.7M +$6.06M +239,026 +7%
Lazard Asset Management
20
Lazard Asset Management
New York
$88M +$22.7M +893,823 +35%
PPA
21
Parametric Portfolio Associates
Washington
$87.8M -$119K -4,682 -0.1%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.1M -$6.15M -242,296 -7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$82.9M +$1.84M +72,410 +2%
PP
24
Prudential plc
United Kingdom
$81.6M +$81.4M +3,210,320 +20,293%
Legal & General Group
25
Legal & General Group
United Kingdom
$76M +$934K +36,836 +1%

CFG Hedge Fund Activity: Q3 2020 in Review

552 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2020, worth a combined $10.1B — up 0.04% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CFG and 61 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 186 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $612M. The largest seller was Eminence Capital, exiting entirely with an estimated $114M sold.

  • 552 institutional investors held Citizens Financial Group (CFG) as of Q3 2020, down from 569 in Q2 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 61 funds opened new Citizens Financial Group positions in Q3 2020 and 72 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2020 was Capital International Investors, an estimated $612M added.
  • The largest Citizens Financial Group seller in Q3 2020 was Eminence Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.